Gartner

Gartner reported Q2 adjusted EPS of $4.37 on revenue of about $1.7 billion, beating analyst estimates, while net income and free cash flow rose 14.4% and 8.9% respectively. The company raised full-year adjusted EPS guidance to $14 (from $13.25) and lifted free cash flow guidance to $1.185 billion, while shaving revenue guidance slightly due to adverse FX. Gartner's board increased the share repurchase authorization by $500 million, supporting the stock rally. » Plus sur finance.yahoo.com

Gartner fell sharply amid signs of slowing growth and a softer-than-expected 2026 outlook, contributing to notable quarterly declines. The company’s core research business faces cyclical headwinds including US government cost-cutting, trade-policy uncertainty and lengthening sales cycles, while some investors worry about AI’s longer-term impact. Despite these issues, Gartner continues to generate strong free cash flow, has a solid balance sheet and returned about $2 billion via share repurchases in 2025, leading some investors to view the stock as attractively valued at current levels. » Plus sur finance.yahoo.com

Renaissance Investment Management sold its position in Gartner following a deterioration in fundamental factors and several quarters of disappointing operating results. The firm cited moderated demand as clients reevaluate technology roadmaps and consider whether AI could replace some of Gartner's services, creating persistent headwinds. Gartner shares have fallen sharply over the past year and the manager said it prefers other AI stocks with greater upside and lower downside risk. » Plus sur finance.yahoo.com